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8 results for Operations Manager Financial Services in Fallbrook, CA

Operations Administrator

San Diego, CA
onsite
Temporary to Hire
22 - 24 USD / Hourly
Operations AdministratorRobert Half’s client, a financial services organization, is seeking an Operations Administrator to support agent onboarding, licensing, and contracting processes in San Diego, California. This opportunity is ideal for a detail-oriented professional who enjoys managing documentation, coordinating timelines, and ensuring a seamless experience within a regulated, service-driven environment. The successful candidate will demonstrate strong administrative judgment, clear communication, and the ability to manage multiple cases accurately and efficiently from intake through completion. Responsibilities:<ul><li>Review licensing, onboarding, and contracting submissions for completeness and accuracy before submitting materials to external partners and carriers.</li><li>Maintain accurate agent and case records by updating Salesforce and other internal systems with timely, precise information.</li><li>Proactively follow up on missing documentation, credentials, forms, and appointment details to minimize processing delays.</li><li>Manage cases from initial intake through completion, ensuring all required steps and documentation are thoroughly tracked.</li><li>Navigate external portals and follow varying submission requirements and procedures to ensure accurate and compliant processing.</li><li>Monitor deadlines, turnaround times, and service-level expectations to keep cases progressing efficiently.</li><li>Collaborate with internal teams and cross-functional partners to improve workflows and enhance the onboarding and contracting process.</li><li>Provide responsive, high-quality internal and external support while managing a high volume of administrative requests and case activity.</li></ul>
2026-09-11T00:00:00Z

Operations Administrator

San Diego, CA
onsite
Temporary to Hire
22 - 24 USD / Hourly
We are looking for an Operations Administrator to support agent onboarding, licensing, and carrier contracting activities in San Diego, California. This contract opportunity has the potential to become permanent and is ideal for someone who enjoys administrative work that requires close attention to detail, can manage competing priorities, and delivers a high level of service in a fast-paced environment. In this role, you will help keep licensing and contracting files accurate, complete, and moving forward on schedule while working across internal systems and insurance carrier platforms. Responsibilities: • Examine agent licensing and contracting submissions for completeness and accuracy before forwarding materials to insurance carriers. • Maintain current and organized records by updating agent profiles, case details, and activity notes in Salesforce and related internal tools. • Track outstanding items and proactively communicate with agents or internal partners to obtain missing documents and resolve pending requirements. • Oversee contracting cases from intake through completion, ensuring each file progresses according to established timelines and quality standards. • Use multiple carrier portals to submit information, monitor status updates, and follow carrier-specific procedures accurately. • Manage daily workflow priorities to meet service expectations and prevent delays in appointments, licensing, and contracting activities. • Partner with cross-functional teams to streamline administrative processes and improve the overall onboarding experience for agents. • Deliver responsive, thorough support while handling a high volume of operational tasks and case-related inquiries.
2026-09-14T00:00:00Z

Finance Manager

San Diego, CA
remote
Temporary / Contract
47.5 - 55 USD / Hourly
A Robert Half Management Resources client is seeking an experienced FP&A Consultant to support a growing organization through an acquisition and related strategic initiatives. Reporting to the FP&A Manager, this consultant will play a key role in financial modeling, forecasting, capacity planning, and analysis of large, complex datasets. The ideal candidate will bring strong analytical capabilities, the ability to evaluate and improve existing models, and experience supporting business transformation, growth, or integration initiatives. Estimated at 3-6 months. 100% remote Key Responsibilities Develop, maintain, and enhance complex financial models to support strategic decision-making. Review, troubleshoot, and improve existing forecasting and planning models for accuracy and scalability. Build and maintain capacity planning models to support operational and workforce planning. Support budgeting, forecasting, and long-range planning processes. Perform scenario analysis and sensitivity modeling to evaluate business opportunities and risks. Analyze large datasets and translate findings into actionable business insights. Utilize SQL to extract, validate, and analyze data from multiple sources. Support acquisition and integration activities, including financial analysis, synergy tracking, and reporting. Partner with Finance, Accounting, Operations, HR, and executive leadership to develop key performance metrics and reporting. Prepare recurring and ad hoc reports, dashboards, and management presentations. Identify process improvement opportunities and recommend enhancements to planning, reporting, and analytics capabilities. Qualifications 5+ years of FP&A, corporate finance, strategic finance, or related experience. Advanced financial modeling experience required. Strong experience with budgeting, forecasting, and variance analysis. Experience developing driver-based forecasting models. Hands-on experience with Adaptive Planning (Workday Adaptive Planning) preferred. Advanced SQL skills and experience working with large datasets. Strong Excel and financial systems expertise. Experience supporting acquisitions, integrations, business transformations, or other strategic initiatives preferred. Ability to work independently and manage multiple priorities in a fast-paced environment. Excellent communication and business partnering skills. Preferred Experience Capacity planning and resource modeling. Scenario and sensitivity analysis. KPI development and performance reporting. Financial systems optimization. Data validation, reconciliation, and reporting automation. Integration planning and post-acquisition reporting. Executive and board-level reporting support. Process improvement and financial planning transformation initiatives. Ideal Candidate The successful consultant will be a hands-on finance detail oriented with strong modeling and analytical capabilities who can quickly assess existing planning processes, identify improvement opportunities, and provide actionable insights to leadership during a period of growth and organizational change. This individual will be comfortable working with large datasets, enhancing existing models, and supporting acquisition-related initiatives while partnering effectively across the organization.
2026-09-18T00:00:00Z

Operations Coordinator

Newport Beach, CA
onsite
Temporary / Contract
25.65 - 29.7 USD / Hourly
We are looking for an Operations Coordinator to support the daily administrative and operational needs of a growing clinic in Newport Beach, California. This Contract position is ideal for someone who enjoys creating structure, keeping schedules organized, and ensuring both staff and patients have a smooth experience. The person in this role will help maintain efficient office workflows, support front-desk and scheduling activities, and contribute to process improvements that strengthen overall clinic performance. Responsibilities: • Oversee day-to-day clinic coordination to help maintain an organized, efficient, and timely workflow across the office. • Review daily task tracking and follow up with team members to ensure assignments are completed accurately and within expected timeframes. • Identify operational bottlenecks and recommend practical improvements that enhance consistency, efficiency, and service quality. • Support the rollout of updated procedures and monitor adherence to established workflows and office standards. • Respond to patient and client inquiries promptly, stepping in directly when needed to help maintain strong service levels. • Monitor appointment schedules to resolve conflicts, prevent duplicate bookings, and confirm patients are scheduled appropriately throughout their care plans. • Assist the front office with charge verification and related administrative support to help ensure service records are accurate. • Maintain tracking documents for revenue, patient activity, and lead information while also managing office supply inventory and reordering as needed. • Coordinate basic team activities, including setting daily priorities, checking progress, and assisting with onboarding paperwork and training steps for new staff. • Provide logistical and administrative support for community workshops and assist with light editing coordination for digital content such as videos or podcasts.
2026-09-18T00:00:00Z

Operations and Order Management Coordinator

San Marcos, CA
onsite
Temporary / Contract
27 - 32 USD / Hourly
Operations & Order Management Coordinator – DistributionA fast-growing distribution company is adding an Operations & Order Management Coordinator to its team. This is a high-visibility administrative position for someone who enjoys working with orders, customers, inventory, sales, and operations all at once.You'll become one of the central points of contact between customers and internal teams, helping make sure orders are entered correctly and move through the business without unnecessary delays.Key Responsibilities<ul><li>Enter and manage customer orders from initial submission through fulfillment</li><li>Review orders for pricing, quantities, shipping details, and accuracy</li><li>Coordinate with warehouse teams regarding inventory availability</li><li>Communicate order updates to customers and sales representatives</li><li>Track backorders, shortages, and delayed shipments</li><li>Prepare order status reports</li><li>Maintain accurate customer and order information</li><li>Assist with returns, credits, and order corrections</li><li>Coordinate with purchasing when inventory needs to be replenished</li><li>Research discrepancies between orders, shipments, and invoices</li><li>Prepare recurring operational reports</li><li>Assist with customer account updates</li><li>Support sales and operations with administrative projects</li><li>Identify recurring order issues and help develop process improvements</li></ul>
2026-09-10T00:00:00Z

Contracts Manager

San Diego, CA
remote
Temporary to Hire
47.5 - 58 USD / Hourly
We are looking for an experienced Contracts Manager to join a legal team on a contract-to-permanent basis. This role is suited for someone who can oversee the full contract lifecycle, support business stakeholders with sound commercial guidance, and help maintain strong contracting practices. The ideal candidate brings a practical approach to drafting, reviewing, and negotiating agreements while ensuring accuracy, compliance, and timely execution. Responsibilities:<ul><li>Contribute to improvements in contracting procedures, templates, and playbooks to increase consistency and turnaround time.IC Account creation/clean up</li><li>Training new users/fielding questions from users</li><li>Prepare training documentation</li><li>Workflow revisions and additions</li><li>Contract record clean up</li><li>Assigning tasks to other individuals</li><li>Loading new agreements for review and assign to owners</li><li>Load FE agreements processed outside IC</li><li>Perform signature coordinator role</li><li>Routing agreements for signature</li><li>Dealing with assignment and entity name changes</li><li>Archiving records</li><li>Enhancing reporting and providing data to stakeholders</li><li>Validating contract meta data and related contract genealogy</li><li>Attend IC release events and stay abreast of platform developments and contract administration best practices</li><li>Light paralegal work, reviewing agreements for verification, redlining, minor drafting, etc.</li></ul>
2026-09-08T00:00:00Z

Project Manager - Operations

Colton, CA
onsite
Temporary / Contract
75 - 85 USD / Hourly
Robert Half is recruiting for an experienced Project Manager/ Consultant for our manufacturing client to lead the evaluation, selection, and relocation of operations to a new facility. This role will oversee all phases of the project, including site selection, facility planning, vendor management, construction coordination, equipment relocation, and operational readiness while minimizing business disruption. This interim opportunity will be located in Colton, CA onsite. ResponsibilitiesProject ManagementLead the relocation project from site identification through facility startup.Develop and manage project plans, budgets, timelines, milestones, and risk mitigation strategies.Provide regular updates to leadership and key stakeholders.Ensure business continuity throughout the transition. Site Selection & Facility PlanningPartner with commercial real estate brokers to identify and evaluate potential facilities.Coordinate site tours, due diligence, lease negotiations, and facility selection activities.Assess facility layouts, infrastructure, utilities, and operational requirements. Relocation & OperationsOversee relocation of manufacturing equipment, inventory, office assets, and personnel.Coordinate construction, facility upgrades, equipment installation, and operational startup.Ensure utilities, security, telecommunications, and facility services are operational before occupancy.Vendor & Budget ManagementManage contractors, moving companies, consultants, and service providers.Obtain bids, negotiate contracts, and monitor vendor performance.Track project budgets, expenditures, and cost saving opportunities.Compliance & CommunicationEnsure compliance with permits, inspections, safety regulations, and occupancy requirements.Serve as the primary liaison between leadership, employees, vendors, and external partners.Maintain project documentation and facilitate regular project meetings. QualificationsBachelor's degree in Project Management, Business Administration, or related field preferred.PMP certification ideal to have, but not required 5+ years of project management experience.Experience leading facility relocations, manufacturing expansions, or large scale operational projects.Experience working with commercial real estate brokers, contractors, and vendors.Strong project planning, budgeting, scheduling, and stakeholder management skills.Proficiency with Microsoft Office and project management software.Preferred ExperienceManufacturing, industrial, distribution, or warehouse environments.Facility relocation and equipment move projects.Construction, remodeling, or facility improvement initiatives. Success MeasuresNew facility identified and secured on schedule.Project completed within budget.Minimal operational downtime.Successful equipment relocation and operational startup.On time completion of key project milestones.Effective coordination of vendors, contractors, and stakeholders.
2026-09-15T00:00:00Z

IT Manager

Laguna Hills, CA
onsite
Temporary / Contract
50 - 60 USD / Hourly
We're looking for a hands-on IT Manager to take ownership of our entire IT environment. This role is ideal for someone who enjoys being the go-to IT expert, supporting employees, managing Microsoft 365 and cloud technologies, strengthening cybersecurity, and driving technology improvements across the business. You'll have the opportunity to make a direct impact while working independently and partnering with leadership to ensure a secure, reliable, and scalable IT operation. This role is FULLY ONSITE in Laguna Hills, CA What You'll Do<ul><li>Manage and support Microsoft 365, Entra ID, Exchange Online, Teams, SharePoint, and OneDrive.</li><li>Administer user accounts, licensing, access permissions, and employee onboarding/offboarding.</li><li>Manage Windows endpoints, device deployments, patching, and endpoint security.</li><li>Provide day-to-day IT support for office and remote employees.</li><li>Maintain network, firewall, VPN, and infrastructure systems.</li><li>Implement cybersecurity best practices, access controls, MFA, and vulnerability remediation.</li><li>Coordinate with technology vendors and manage IT assets and software licensing.</li><li>Identify opportunities to improve security, efficiency, and user experience across the organization.</li></ul>
2026-09-19T00:00:00Z